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McKesson

1,473 hedge funds and large institutions have $53.4B invested in McKesson in 2023 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 488 increasing their positions, 539 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,473
Holders Change
+133
Holders Change %
+9.93%
% of All Funds
21.59%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
231
Increased
488
Reduced
539
Closed
79
Calls
$598M
Puts
$597M
Net Calls
+$921K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Shares
Change %
OP
1226
ORG Partners
Indiana
$226K +$4.63K +10 +2%
VA
1227
Valmark Advisers
Ohio
$225K -$1.39K -3 -0.6%
SOS
1228
Silver Oak Securities
Tennessee
$225K
PHAM
1229
Palisades Hudson Asset Management
Florida
$225K +$463 +1 +0.2%
VSQM
1230
V-Square Quantitative Management
Illinois
$223K
MAM
1231
McLean Asset Management
Virginia
$220K -$7.17K -15 -3%
KP
1232
Keel Point
Alabama
$220K +$6.02K +13 +3%
PPWP
1233
Premier Path Wealth Partners
New Jersey
$220K +$220K +476 New
MAP
1234
Moody Aldrich Partners
Massachusetts
$219K -$23.1K -50 -10%
LIM
1235
Leavell Investment Management
Alabama
$219K
SDAM
1236
Shulman DeMeo Asset Management
New York
$218K +$218K +470 New
1SB
1237
1ST Source Bank
Indiana
$218K -$19.9K -43 -8%
GWAG
1238
Garrett Wealth Advisory Group
Texas
$217K
PCP
1239
Proficio Capital Partners
Massachusetts
$217K +$217K +468 New
ST
1240
Smithfield Trust
Pennsylvania
$215K
HW
1241
Hamilton Wealth
California
$214K +$214K +462 New
BFG
1242
Berger Financial Group
Minnesota
$213K -$4.63K -10 -2%
CIA
1243
Cascade Investment Advisors
Oregon
$213K
WP
1244
WealthSource Partners
California
$212K +$212K +459 New
RSWM
1245
Robertson Stephens Wealth Management
California
$212K +$212K +457 New
EB
1246
Eastern Bank
Massachusetts
$212K +$212K +457 New
SL
1247
Salomon & Ludwin
Virginia
$211K
VCM
1248
Versant Capital Management
Arizona
$211K -$25K -54 -11%
HKIM
1249
Hayek Kallen Investment Management
Alabama
$211K +$211K +455 New
MSG
1250
Main Street Group
Virginia
$211K +$211K +455 New